Lender intelligence
Financing a insurance agencies and brokerages acquisition in Tennessee
The SBA 7(a) lenders funding the most insurance agencies and brokerages acquisitions in Tennessee, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in insurance agencies and brokerages · Tennessee
Ranked by funded insurance agencies and brokerages acquisitions in Tennessee. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
- 2.242 loans · $281M · Chicago, ILFull record →
- 3.32 loans · $54M · Tupelo, MSFull record →
- 4.35 loans · $10M · Meridian, MSFull record →
- 5.75 loans · $98M · Sioux Falls, SDFull record →
- 6.1 loans · $0M · St. Louis, MOFull record →
- 7.78 loans · $53M · Birmingham, ALFull record →
- 8.12 loans · $5M · Durham, NCFull record →
14+ funded Insurance Agencies and Brokerages in Tennessee deals
Real SBA 7(a) acquisitions from public records — see who got funded, for how much, and by which lender. Tap any deal for the full record.
- JACOB LEN ALEXANDER & ASSOCIATES, LLC in Gallatin, TN — $918K (2026) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 9.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $689K (75%)
- Approval → funding
- 18 days
- Approved
- 1/15/2026
- First disbursed
- 2/2/2026
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $1.0M
- Est. down payment (10%)
- $102K
- Est. cash at closing
- $140K
- Monthly payment
- $11,879
- Annual debt service
- $143K
- Cash flow needed (1.25×)
- $178K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Byline Bank · Lender record →
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- McFadden Insurance Agency, LLC in Nashville, TN — $575K (2026) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 8% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $431K (75%)
- Approval → funding
- 34 days
- Approved
- 1/23/2026
- First disbursed
- 2/26/2026
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 6
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $639K
- Est. down payment (10%)
- $64K
- Est. cash at closing
- $85K
- Monthly payment
- $6,976
- Annual debt service
- $84K
- Cash flow needed (1.25×)
- $105K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Live Oak Banking Company · Lender record →
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- DAWN HARP AGENCY, LLC in Cleveland, TN — $525K (2026) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 9.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $394K (75%)
- Approval → funding
- 14 days
- Approved
- 11/18/2025
- First disbursed
- 12/2/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 3
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $583K
- Est. down payment (10%)
- $58K
- Est. cash at closing
- $78K
- Monthly payment
- $6,865
- Annual debt service
- $82K
- Cash flow needed (1.25×)
- $103K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Byline Bank · Lender record →
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- Turman Insurance Agency in Germantown, TN — $149K (2026) · purchase · The Citizens National Bank of Meridian
- Program
- Preferred Lenders Program
- Rate at approval
- 9.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $127K (85%)
- Approved
- 3/23/2026
- Loan status
- Committed
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $165K
- Est. down payment (10%)
- $17K
- Est. cash at closing
- $21K
- Monthly payment
- $1,927
- Annual debt service
- $23K
- Cash flow needed (1.25×)
- $29K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by The Citizens National Bank of Meridian · Lender record →
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- DAWN HARP AGENCY, LLC in Cleveland, TN — $100K (2026) · purchase · Byline Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 9.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $50K (50%)
- Approval → funding
- 14 days
- Approved
- 11/18/2025
- First disbursed
- 12/2/2025
- Loan status
- Current
- Loan type
- Revolving line
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 3
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $111K
- Est. down payment (10%)
- $11K
- Est. cash at closing
- $14K
- Monthly payment
- $1,308
- Annual debt service
- $16K
- Cash flow needed (1.25×)
- $20K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Byline Bank · Lender record →
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- Warren Insurance Solutions, LLC in Franklin, TN — $330K (2025) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9.99% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $248K (75%)
- Approval → funding
- 14 days
- Approved
- 9/12/2025
- First disbursed
- 9/26/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $367K
- Est. down payment (10%)
- $37K
- Est. cash at closing
- $49K
- Monthly payment
- $4,359
- Annual debt service
- $52K
- Cash flow needed (1.25×)
- $65K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Live Oak Banking Company · Lender record →
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- The Hale Agency, LLC in Chattanooga, TN — $661K (2022) · purchase · First Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 5.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $496K (75%)
- Approval → funding
- 10 days
- Approved
- 11/23/2021
- First disbursed
- 12/3/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 3
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $734K
- Est. down payment (10%)
- $73K
- Est. cash at closing
- $98K
- Monthly payment
- $7,256
- Annual debt service
- $87K
- Cash flow needed (1.25×)
- $109K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by First Bank · Lender record →
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- Treece Agency Inc. in Smyrna, TN — $347K (2022) · purchase · SNB Bank, National Association
- Program
- 7a General
- Rate at approval
- 7% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $260K (75%)
- Approval → funding
- 46 days
- Approved
- 9/1/2022
- First disbursed
- 10/17/2022
- Loan status
- In liquidation
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 3
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $385K
- Est. down payment (10%)
- $39K
- Est. cash at closing
- $51K
- Monthly payment
- $4,023
- Annual debt service
- $48K
- Cash flow needed (1.25×)
- $60K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by SNB Bank, National Association
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- Everett Wealth Management, LLC in Medina, TN — $102K (2022) · purchase · The Bancorp Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 5.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $86K (85%)
- Approved
- 1/10/2022
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Corporation
- Jobs supported
- 5
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $113K
- Est. down payment (10%)
- $11K
- Est. cash at closing
- $15K
- Monthly payment
- $1,089
- Annual debt service
- $13K
- Cash flow needed (1.25×)
- $16K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by The Bancorp Bank National Association · Lender record →
Your business? Claim this record · Request removal
- GOSS INSURANCE AGENCY, INC. in Hixson, TN — $2.8M (2021) · purchase · Regions Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 4.25% fixed
- Term
- 180 mo (15 yrs)
- SBA guaranteed
- $2.1M (75%)
- Approval → funding
- 15 days
- Approved
- 12/7/2020
- First disbursed
- 12/22/2020
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 19
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $3.1M
- Est. down payment (10%)
- $314K
- Est. cash at closing
- $433K
- Monthly payment
- $21,237
- Annual debt service
- $255K
- Cash flow needed (1.25×)
- $319K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Regions Bank · Lender record →
Your business? Claim this record · Request removal
- OKeefe and Son LLC in Knoxville, TN — $1.6M (2021) · purchase · Renasant Bank
- Program
- 7a General
- Rate at approval
- 5.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.4M (90%)
- Approval → funding
- 31 days
- Approved
- 12/28/2020
- First disbursed
- 1/28/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 5
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $1.8M
- Est. down payment (10%)
- $175K
- Est. cash at closing
- $241K
- Monthly payment
- $16,913
- Annual debt service
- $203K
- Cash flow needed (1.25×)
- $254K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Renasant Bank · Lender record →
Your business? Claim this record · Request removal
- Firstcall Insurance Network, LLC in Memphis, TN — $585K (2021) · purchase · Renasant Bank
- Program
- 7a General
- Rate at approval
- 5.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $527K (90%)
- Approved
- 2/25/2021
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $650K
- Est. down payment (10%)
- $65K
- Est. cash at closing
- $87K
- Monthly payment
- $6,421
- Annual debt service
- $77K
- Cash flow needed (1.25×)
- $96K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Renasant Bank · Lender record →
Your business? Claim this record · Request removal
- Ephlin Insurance Group, Inc in Memphis, TN — $2.3M (2020) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 6.49% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.7M (75%)
- Approval → funding
- 10 days
- Approved
- 12/10/2019
- First disbursed
- 12/20/2019
- Loan status
- Paid in full (2/28/2022)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 10
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $2.6M
- Est. down payment (10%)
- $259K
- Est. cash at closing
- $357K
- Monthly payment
- $26,445
- Annual debt service
- $317K
- Cash flow needed (1.25×)
- $397K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
- Chaffin Crest Enterprises, Inc. in Chattanooga, TN — $840K (2020) · purchase · Mechanics and Farmers Bank
- Program
- 7a General
- Rate at approval
- 5.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $630K (75%)
- Approval → funding
- 31 days
- Approved
- 7/31/2020
- First disbursed
- 8/31/2020
- Loan status
- Paid in full (11/30/2023)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 3
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $933K
- Est. down payment (10%)
- $93K
- Est. cash at closing
- $128K
- Monthly payment
- $9,013
- Annual debt service
- $108K
- Cash flow needed (1.25×)
- $135K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Mechanics and Farmers Bank · Lender record →
Your business? Claim this record · Request removal
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to insurance agencies and brokerages businesses with a Tennessee project address.
Agent summary
How to finance a insurance agencies and brokerages acquisition in Tennessee with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Tennessee deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.
- $565K typical loan
- 9 lenders active in Tennessee
- 14+ funded Tennessee deals
- 15 days typical to fund
Buyers buying a insurance agencies and brokerages in Tennessee typically pre-qualify, then ask DealRoom to introduce a lender active here — free for buyers; agents submit a consented lead via the DealRoom MCP.
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.